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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,661 | $106,749-84.4% | $145,433-88.5% | $82,448-79.8% |
| Participation rate | 55.3% | 75.6%-20.3pp | 82.1%-26.8pp | 68.1%-12.7pp |
| Annual return | 19.10% | 27.59%-8.5pp | 66.58%-47.5pp | 41.64%-22.5pp |
| Employer contribution / active EE | $1,535 | $3,444-55.4% | $4,554-66.3% | $2,551-39.8% |
| Participant deferral / active EE | $1,996 | $6,519-69.4% | $7,897-74.7% | $4,139-51.8% |
| Admin fee / account holder | $1,365 | $8,390-83.7% | $13,129-89.6% | $7,234-81.1% |